Institutional Ownership Invesco Exc Self Ind Tr (BSCU)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr (BSCU). We have compiled data on the 220 institutions that hold shares in the stock, with a total of 79.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
16,191
shares
|
$271,199
0.08% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
15,653
shares
|
$262,187
0.04% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Morton Community Bank
East Peoria, IL |
May 12, 2025 Q1 2025 |
15,620
shares
|
$261,635
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
15,455
shares
|
$258,871
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
May 13, 2025 Q1 2025 |
15,238
shares
|
$255,236
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
15,230
shares
|
$255,102
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
15,191
shares
|
$254,449
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
15,191
shares
|
$254,449
0.18% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
15,093
shares
|
$252,807
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
15,093
shares
|
$252,807
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
14,994
shares
|
$251,149
0.19% of portfolio
|
Q1 2025
Added 28.29%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
14,958
shares
|
$250,546
0.18% of portfolio
|
Q1 2025
Added 22.74%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
14,801
shares
|
$247,916
0.02% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
14,708
shares
|
$246,359
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
14,672
shares
|
$245,756
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
14,309
shares
|
$239,675
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
14,046
shares
|
$235,270
0.01% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
13,546
shares
|
$226,895
0.02% of portfolio
|
Q1 2025
Reduced 48.65%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
13,524
shares
|
$226,527
0.04% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
13,492
shares
|
$225,991
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
13,071
shares
|
$218,939
0.0% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
12,828
shares
|
$214,869
0.01% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
12,441
shares
|
$208,386
0.09% of portfolio
|
Q2 2025
Reduced 9.7%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
12,196
shares
|
$204,283
0.16% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
ETF Portfolio Partners, Inc.
|
Apr 09, 2025 Q1 2025 |
12,191
shares
|
$204,199
0.06% of portfolio
|
Q1 2025
New holding
|